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Financial Services
- LPL Financial
- Peterhans CFO Consulting
- PointeBreak
LPL Financial
I am a financial advisor focused on forming long term relationships, helping my clients with all aspects of their financial lives. I enjoy developing relationships by providing specific, individualized, financial solutions tailored to my client’s unique situations. I use a defined process of; discovery, recommendation, implementation, review and monitor, indefinitely.
Most of my clients needs are centered around; wealth management, retirement planning (establishing, consolidating, monitoring), tax-free investing, multi-generational wealth transfer, funding educational needs.
Products and Services include:
- Trust Accounts
- Retirement Accounts: 401K, SEP IRA, Simple IRA, Traditional IRA, Roth IRA, Decedent IRA
- Managed Accounts
- Tax-Free Bonds
- Stocks
- Mutual Funds
- Alternative Investments
7863 La Mesa blvd, #106
La Mesa, CA 91942
Ben Mallinger
Phone: (619) 741-8257
ben.mallinger@lpl.com
www.benmallinger.com
Peterhans CFO Consulting
We provide financial consulting services for businesses and business owners, acting as part-time CFO and working directly with you, the owner. We help with all aspects related to the financial health of a company, making sure that owners can focus their energy on what they do best, without neglecting finances.
4716 Panorama Drive #1
San Diego, CA 92116
Patrick Peterhans
Phone: (303) 875-0334
patrick@peterhanscfo.com
www.peterhanscfo.com
- Peterhans CFO Consulting
PointeBreak
PointeBreak is a value enhancement, strategic advisory firm headquartered in La Jolla, CA. The firm specializes in providing advisory services to lower-tier, middle-market, privately held companies with revenues of $3 million to $150 million. PointeBreak advises on private capital markets, corporate finance, and business processes from the perspective of creating and improving financial market value for its clients.
Our professionals know how private companies operate, how to accurately value, position, and restructure them in order to maximize their market value, and how to determine, plan, initiate, structure, and implement strategies and tactics that increase value. We have experience in mergers & acquisitions, corporate restructuring and capitalization. As a boutique professional firm, we provide senior level attention to all clients throughout the entire engagement.
4445 Eastgate Mall, Ste 200
San Diego, CA 92121
Duane Trombly
Phone: (858) 456-0336
dtrombly@pointebreak.com
www.pointebreak.com
